单独看以太坊基金会核心不断离职似乎是负面的。但看他们离职后是否离开了以太坊生态呢？并没有！多多团队一起推进共同演化，这反而更符合开放网络的发展方式
The Ethereum community is once again debating the future of the foundation after co-executive director Hsiao-Wei Wang announced she would step down from her leadership role, adding to a growing list of departures that have intensified scrutiny of the organization's management and direction.
以太坊正在把历史上最大的治理危机之一，包装成自己的安全护城河。
https://t.co/QgzSCBZp3S
英国央行取消个人稳定币持有上限，改设单币种 400 亿英镑发行天花板。风险从个人转移到系统性，监管思路：不限制你赌，但限制赌场规模。
香港投委会这份投资者画像堪称精准：年轻人跟风、中年人死扛、高学历男性搏杀、有钱人 FOMO。监管让市场变理性？不，是熊市教会了所有人什么叫敬畏。
对于 TAO 的长期投资者而言，这提供了一个清晰的里程碑观察窗口。
ME News reports that on June 22 (UTC+8), Bittensor co-founder Const responded to community discussions on decentralization. He categorized community members int
m&W1.0做的是从模糊社交关系 → 结构化信用资产; 2.0用这个信用资产 → 分配协作权、任务权、收益权。共同目标是祛除builder之间信任摩擦
A collaborative AI workspace, built on your company context. Build and orchestrate agents right alongside your team's projects, meetings, and connected apps.
当所有人都在买比特币时，谁在控制比特币更加需要关注。
Bitcoin treasury companies promise exposure to bitcoin, but structures vary. From reserves to leverage, investors must understand layered risks.
RWA 的终局不是资产上链，而是交易所上链。
U.S. equity markets face a potential shakeup as the Securities and Exchange Commission readies a new policy that would allow crypto companies to offer blockchain-based stocks, analysts and lawyers said.
期权交易员大手笔押注到期日为 2026 年 12 月、行权价为 12万美元的看涨期权，预期价格远期翻倍。这是否意味着他们认为这轮行情还没有结束？你怎么看
Bitcoin's price is around $64,159, but traders are betting big on $120,000 strike calls expiring in December 2026, expecting the price to more than double. Meanwhile, CME bitcoin options open interest has sharply dropped from nearly $290 million in late November to $30-40 million by mid-June, indicating institutional traders are pulling back from near-term positions and shifting to longer-dated bets. This shift signals a bullish, long-term outlook despite current market caution. The $120,000 strike will be a key indicator of market sentiment as the expiry approaches.
后续将会产生什么影响呢？
牛市里大家都在买比特币，熊市里才发现自己买的是公司。
Bitcoin treasury companies promise exposure to bitcoin, but structures vary. From reserves to leverage, investors must understand layered risks.
过去几年，Crypto 一直试图让传统金融进入链上。 结果发现，真正先跑出来的可能不是 DeFi，而是美股。
U.S. equity markets face a potential shakeup as the Securities and Exchange Commission readies a new policy that would allow crypto companies to offer blockchain-based stocks, analysts and lawyers said.
美国众议院 6 月 25 日讨论加密资产赋能民众金融自主权，同时警惕主权数字货币监控风险。加密从投机变政治议题，金融自由 vs 国家监控，博弈刚开始。
马斯克 1160 亿美元薪酬兑现，锁仓到 2028。当年赌命把特斯拉从破产拉到万亿，这笔钱是赌出来的；如今特斯拉疲软，这到底是奖励奇迹还是透支未来？四年后见分晓
这是现在版本迭代的一个基本方略，主要包括用户行为贡献的记录与奖励。一个小小的改动有时候能够让一个体系的运行发生质变：我们把点赞去掉了，改成洞察、判断与有趣
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量子计算会不会杀死比特币？真正的问题可能不是技术。 而是治理。 因为即使量子计算真的到来，大部分风险理论上都可以通过迁移到抗量子签名方案来解决。
Abstract page for arXiv paper 2606.14484: Quantum Horizon: An evaluation of quantum computing as a threat to Bitcoin and Ethereum
牛市比拼技术，熊市考验治理。
它试图消除 dTAO 经济模型中的长期结构性卖压，把协议收益转化为持续再投资，而不是自动卖出。这是值得关注的协议级改革
What is Root Reborn? Learn how the proposed Bittensor upgrade would change root staking, validator incentives, subnet capital flows, and TAO yield generation.
牛市靠叙事定价，熊市靠现金流定价。
Messari’s 2026 Crypto Theses reveal a shift from speculation to system-level integration, highlighting L1 valuation risks, AI agents, DePIN revenue, and equity perpetuals.
比特币最大的竞争对手，可能不是黄金
Originally published: August 2023 I’m excited to announce that my new book, Broken Money, is now available. It can be purchased in hardcover, paperback, ebook, and audiobook formats on Amazon here. It’s also available at Barnes & Noble here, and you can ask your local bookstore to order it for you. It can also be […]